SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,669 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q2 2026
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,669
- +133 vs. Q1 2026
- Shares held
- 603.0M
- +37.1M (+6.6%) vs. Q1 2026
- Total value
- $448.3B
- +$93.0B (+26.2%) vs. Q1 2026
- New holders
- 258
- 1,809 more added
- Sold out
- 125
- 1,935 more reduced
64 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,669 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,182 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 4,667 | $3.49M | 0.61% | +1,630+53.7% | Added |
| Integral Investment Advisors, Inc. | 4,673 | $3.49M | 0.77% | −81−1.7% | Reduced |
| Virtue Asset Management LLC | 4,675 | $3.49M | 2.45% | −404−8.0% | Reduced |
| Fire Capital Management LLC | 4,682 | $3.50M | 1.42% | −226−4.6% | Reduced |
| NorthStar Asset Management LLC | 4,688 | $3.50M | 1.42% | +223+5.0% | Added |
| Intelligence Driven Advisers, LLC | 4,694 | $3.51M | 0.57% | −67−1.4% | Reduced |
| MUFG Bank, Ltd. | 4,700 | $3.51M | 0.10% | −178,000−97.4% | Reduced |
| Redwood Investment Management, LLC | 4,703 | $3.51M | 0.35% | −218−4.4% | Reduced |
| Weinberger Asset Management, Inc | 4,711 | $3.52M | 1.13% | −152−3.1% | Reduced |
| Bank Ozk | 4,732 | $3.53M | 1.05% | −60−1.3% | Reduced |
| Armstrong Henry H Associates Inc | 4,741 | $3.54M | 0.34% | −10.0% | Reduced |
| Peterson Wealth Services | 4,743 | $3.54M | 0.77% | +20.0% | Added |
| Geometric Wealth Advisors | 4,745 | $3.54M | 0.38% | +7+0.1% | Added |
| Compass Wealth Management LLC | 4,754 | $3.55M | 0.67% | +4,754 | New |
| MW Advisory, LLC | 4,758 | $3.55M | 1.42% | +4,758 | New |
| Clarity Capital Advisors, LLC | 4,760 | $3.55M | 1.49% | +20.0% | Added |
| Vigilare Wealth Management | 4,764 | $3.56M | 1.09% | −6,992−59.5% | Reduced |
| SOA Wealth Advisors, LLC. | 4,766 | $3.56M | 0.60% | −239−4.8% | Reduced |
| Value Investment Professionals, LLC | 4,767 | $3.56M | 2.99% | +4,767 | New |
| Colonial Trust Advisors | 4,776 | $3.57M | 0.25% | +53+1.1% | Added |
| Trilogy Capital Inc. | 4,785 | $3.57M | 0.14% | −208−4.2% | Reduced |
| East Coast Asset Management, LLC. | 4,793 | $3.58M | 1.06% | −248−4.9% | Reduced |
| Noked Israel Ltd | 4,794 | $3.58M | 0.37% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 4,815 | $3.60M | 1.16% | +1,284+36.4% | Added |
| RHL Group, LLC | 4,821 | $3.60M | 3.00% | +4,818+160,600.0% | Added |
| LVW Advisors, LLC | 4,842 | $3.62M | 0.31% | −292−5.7% | Reduced |
| Elmwood Wealth Management, Inc. | 4,861 | $3.63M | 0.91% | +122+2.6% | Added |
| Pennsylvania Capital Management Inc | 4,863 | $3.63M | 0.92% | −42−0.9% | Reduced |
| Financial Enhancement Group LLC | 4,883 | $3.65M | 0.44% | +206+4.4% | Added |
| Noesis Capital Mangement Corp | 4,883 | $3.65M | 0.44% | −137−2.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,884 | $3.65M | 0.45% | +65+1.3% | Added |
| Omega Financial Group, LLC | 4,897 | $3.66M | 1.11% | −150−3.0% | Reduced |
| Hansen & Associates Financial Group, Inc. | 4,872 | $3.66M | 2.10% | +3,393+229.4% | Added |
| Braun Stacey Associates Inc | 4,904 | $3.66M | 0.10% | −853−14.8% | Reduced |
| Equita Financial Network, Inc. | 4,909 | $3.67M | 1.02% | +363+8.0% | Added |
| Financial Network Wealth Management LLC | 4,898 | $3.67M | 1.04% | +218+4.7% | Added |
| Parisi Gray Wealth Management | 4,916 | $3.67M | 0.75% | −18−0.4% | Reduced |
| Summit Financial Strategies, Inc. | 4,919 | $3.67M | 0.26% | −262−5.1% | Reduced |
| Builder Investment Group Inc | 4,920 | $3.67M | 0.73% | −60−1.2% | Reduced |
| Verus Financial Partners, Inc. | 4,926 | $3.68M | 0.31% | −8−0.2% | Reduced |
| Trust Co of the South | 4,935 | $3.69M | 0.52% | +100+2.1% | Added |
| Canal Capital Management, LLC | 4,939 | $3.69M | 0.45% | +965+24.3% | Added |
| Freestate Advisors LLC | 4,958 | $3.70M | 2.77% | +33+0.7% | Added |
| Strait & Sound Wealth Management LLC | 4,963 | $3.71M | 1.30% | −114−2.2% | Reduced |
| Davidson Trust Co | 4,969 | $3.71M | 1.45% | −26−0.5% | Reduced |
| Searle & Co. | 4,976 | $3.72M | 0.83% | +526+11.8% | Added |
| Strategic Investment Management, LLC | 4,980 | $3.72M | 1.28% | −930−15.7% | Reduced |
| Mirador Capital Partners LP | 4,988 | $3.72M | 0.46% | +84+1.7% | Added |
| Private Wealth Group, LLC | 4,994 | $3.73M | 1.44% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,999 | $3.73M | 0.21% | −5,049−50.2% | Reduced |
| Broderick Brian C | 5,000 | $3.73M | 0.58% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 5,000 | $3.73M | 3.44% | +5,000 | New |
| Main Street Group, LTD | 5,000 | $3.73M | 0.87% | −40−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,004 | $3.74M | 0.11% | +13+0.3% | Added |
| Integrated Financial Solutions, Inc. | 5,011 | $3.74M | 2.02% | −198−3.8% | Reduced |
| BCS Wealth Management | 5,036 | $3.76M | 0.68% | +540+12.0% | Added |
| Madrid Wealth Management, LLC | 5,043 | $3.77M | 2.47% | +4+0.1% | Added |
| LGT Financial Advisors LLC | 5,045 | $3.77M | 19.92% | +20.0% | Added |
| Epiq Partners, LLC | 5,048 | $3.77M | 1.60% | −56−1.1% | Reduced |
| Pavion Blue Capital, LLC | 5,051 | $3.77M | 1.52% | −21−0.4% | Reduced |
| Harmony Asset Management LLC | 5,052 | $3.77M | 1.01% | −387−7.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 5,057 | $3.78M | 1.84% | −15,400−75.3% | Reduced |
| Sharper & Granite LLC | 5,058 | $3.78M | 1.17% | −5,190−50.6% | Reduced |
| RIA Advisory Group LLC | 5,061 | $3.78M | 0.84% | −16,313−76.3% | Reduced |
| Sierra Summit Advisors LLC | 5,070 | $3.79M | 0.42% | +416+8.9% | Added |
| JSF Financial, LLC | 5,073 | $3.79M | 0.61% | +2,357+86.8% | Added |
| Eagle Wealth Strategies LLC | 5,077 | $3.79M | 1.45% | +27+0.5% | Added |
| Northwest Bancshares, Inc. | 5,079 | $3.79M | 0.68% | −906−15.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,084 | $3.80M | 0.76% | −15−0.3% | Reduced |
| Aviance Capital Partners, LLC | 5,085 | $3.80M | 0.39% | +45+0.9% | Added |
| Hilltop National Bank | 5,087 | $3.80M | 0.81% | +100+2.0% | Added |
| Bangor Savings Bank | 5,095 | $3.80M | 0.28% | −134−2.6% | Reduced |
| Alpha Wealth Funds, LLC | 5,103 | $3.81M | 2.36% | +188+3.8% | Added |
| Hurley Capital, LLC | 5,103 | $3.81M | 1.97% | +403+8.6% | Added |
| BankPlus Wealth Management LLC | 5,102 | $3.81M | 1.72% | −30−0.6% | Reduced |
| JM2 Capital Inc. | 5,107 | $3.81M | 2.62% | +83+1.7% | Added |
| Leeward Financial Partners, LLC | 5,111 | $3.82M | 1.00% | +12+0.2% | Added |
| Holderness Investments Co | 5,125 | $3.83M | 0.64% | −63−1.2% | Reduced |
| Warner Financial, Inc | 5,131 | $3.83M | 1.13% | −9−0.2% | Reduced |
| Patton Albertson Miller Group, LLC | 5,138 | $3.84M | 0.38% | −114−2.2% | Reduced |
| Fundamentun, LLC | 5,139 | $3.84M | 0.14% | +171+3.4% | Added |
| Goldstein Advisors, LLC | 5,154 | $3.85M | 0.35% | +1,322+34.5% | Added |
| Reynders McVeigh Capital Management, LLC | 5,157 | $3.85M | 0.17% | −246−4.6% | Reduced |
| Wealth Management Partners, LLC | 5,162 | $3.85M | 0.91% | +9+0.2% | Added |
| Rice Partnership, LLC | 5,162 | $3.85M | 0.47% | −232−4.3% | Reduced |
| Koss-Olinger Consulting, LLC | 5,165 | $3.86M | 0.30% | +866+20.1% | Added |
| Rede Wealth, LLC | 5,179 | $3.87M | 1.28% | −10−0.2% | Reduced |
| Hyposwiss Advisors SA | 5,182 | $3.87M | 3.67% | −4,950−48.9% | Reduced |
| Stevens Capital Management LP | 5,210 | $3.89M | 0.93% | −22,171−81.0% | Reduced |
| GW&K Investment Management, LLC | 5,217 | $3.90M | 0.03% | −431−7.6% | Reduced |
| Gemmer Asset Management LLC | 5,233 | $3.91M | 0.26% | −384−6.8% | Reduced |
| 1 North Wealth Services LLC | 5,238 | $3.91M | 1.28% | +63+1.2% | Added |
| Financial Advisors Network, Inc. | 5,243 | $3.92M | 0.48% | +68+1.3% | Added |
| T3 Companies, LLC | 5,250 | $3.92M | 4.48% | +4,799+1,064.1% | Added |
| Gilbert & Cook, Inc. | 5,252 | $3.92M | 0.45% | −55−1.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,257 | $3.93M | 0.15% | +6+0.1% | Added |
| Cascade Financial Partners, LLC | 5,271 | $3.94M | 0.34% | −48−0.9% | Reduced |
| Alta Capital Management LLC | 5,274 | $3.94M | 0.29% | +4,078+341.0% | Added |
| Highland Capital Management, LLC | 5,274 | $3.94M | 0.18% | −1,325−20.1% | Reduced |
| Dunhill Financial, LLC | 5,285 | $3.95M | 0.81% | −412−7.2% | Reduced |